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IDEX
IEX

Overview Fund Activity

623 hedge funds and large institutions have $14.8B invested in IDEX in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 245 increasing their positions, 196 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+6
Holders Change %
+0.97%
% of All Funds
9.06%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
72
Increased
245
Reduced
196
Closed
57
Calls
$5.56M
Puts
$12.9M
Net Calls
-$7.34M
Net Calls Change
-$8.36M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$160M
2
Morgan Stanley
Morgan Stanley
New York
$547M
3
First Trust Advisors
First Trust Advisors
Illinois
$154M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$99.2M
5
Man Group
Man Group
United Kingdom
$54.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.14B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$273M
3
Brown Advisory
Brown Advisory
Maryland
$104M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.33M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
426
Private Advisor Group
New Jersey
$336K -$150K -746 -31%
WI
427
Wahed Invest
New York
$335K +$37K +184 +12%
SCM
428
Stevens Capital Management
Pennsylvania
$322K +$322K +1,601 New
ECM
429
Estabrook Capital Management
New York
$322K – – –
RJT
430
Raymond James Trust
Florida
$321K +$15.9K +79 +5%
OIA
431
OneDigital Investment Advisors
Kansas
$310K +$310K +1,542 New
BW
432
Bison Wealth
Georgia
$310K – – –
HAG
433
HighPoint Advisor Group
Illinois
$309K -$3.53K -17 -1%
IC
434
IEQ Capital
California
$307K +$10.7K +53 +4%
BA
435
Bridgewater Associates
Connecticut
$298K +$298K +1,481 New
NS
436
NBC Securities
Alabama
$297K -$4.61K -23 -2%
TWC
437
TD Waterhouse Canada
Ontario, Canada
$296K -$2.35K -12 -0.8%
SP
438
Symmetry Partners
Connecticut
$296K -$190K -944 -39%
SFI
439
Siemens Fonds Invest
Germany
$295K – – –
ATC
440
Argent Trust Co
Tennessee
$294K +$294K +1,461 New
AAS
441
Avantax Advisory Services
Texas
$293K +$293K +1,459 New
OFS
442
OneAscent Financial Services
Alabama
$292K +$90.3K +449 +45%
NA
443
NewEdge Advisors
Louisiana
$291K +$278K +1,383 +2,195%
CI
444
CX Institutional
Indiana
$290K +$190K +945 +191%
OTPPB
445
Ontario Teachers' Pension Plan Board
Ontario, Canada
$290K +$290K +1,439 New
RWB
446
RMR Wealth Builders
New Jersey
$289K – – –
AA
447
Advisory Alpha
Michigan
$284K – – –
WAM
448
Wallington Asset Management
Indiana
$282K – – –
CCA
449
Checchi Capital Advisers
California
$279K +$13.5K +67 +5%
MHIC
450
Marble Harbor Investment Counsel
Massachusetts
$262K – – –
16 17
18
19 20